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Jennifer Shirkey to Present on the SECURE Act for Virginia CLE

Jennifer Shirkey will present “Planning with Retirement Accounts After the SECURE Act” with co-faculty member Timothy Guare at The Conner-Zaritsky 44th Annual Advanced Estate Planning and Administration Seminar in Williamsburg, VA in April 2023. Jennifer and Tim’s presentation will address what has changed (including updates from the recently enacted SECURE 2.0 legislation), what has stayed the same, and how planning professionals can apply the new rules to the common situations their clients face. This Virginia CLE seminar is considered the state’s premier continuing legal education event for experienced estate planning attorneys, featuring respected national and regional speakers with deep expertise in their topics.

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April 26

Mac Nichols and Thomas Gladin to Present on Tax-Free 1031 Exchanges

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June 13

Cathy Welsh to Present a “Legislative Update” to the Shenandoah Valley Chapter of the Society for Human Resource Management (SVSHRM)